GIRARD PARTNERS LTD.
Q2 2024 13F Holdings
- Locationking of prussia, PA
- Num holdings
259
- Value ($000)
$1,056,685
- Date Filed08/12/2024
- Form type13F-HR
- CIK0001000490
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR PORTFOLIO SP 500 ETF | ETF | 78464A854 | $78.15M | 7 % | 1,221,119 | ||
VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 921909768 | $74.31M | 7 % | 1,232,393 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $70.07M | 7 % | 332,700 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $43.96M | 4 % | 98,353 | ||
KRE SPDR PORTFOLIO AGGREGATE BOND ETF | ETF | 78464A649 | $41.26M | 4 % | 1,644,561 | ||
AMZN AMAZON COM INC COM | STOCK | 023135106 | $28.01M | 3 % | 144,953 | ||
GOOGL ALPHABET INC CAP STK CL A | STOCK | 02079K305 | $27.74M | 3 % | 152,290 | ||
META META PLATFORMS INC CL A | STOCK | 30303M102 | $22.49M | 2 % | 44,602 | ||
KRE SPDR PORTFOLIO LONG TERM TREASURY ETF | ETF | 78464A664 | $21.75M | 2 % | 799,044 | ||
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF | ETF | 46434V613 | $20.95M | 2 % | 463,275 |
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